Small business review for Insightly after 1 year
March 02, 2018
Small business review for Insightly after 1 year
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
It's being used across the whole business, primarily as a sales and customer service resource so we can have all of our customer and prospective customer information at our fingertips. We also use it to assign workflows in the business particularly the ability to assign tasks across the departments. We also now sync our data with MailChimp so Insightly is making a big contribution to our email marketing function.
- Database management - It's very easy to filter and slice up the information for various purposes. Sales and marketing find this particularly useful.
- Mobile app - The Insightly app is great, easy to use and is a very powerful data capture tool for our field sales team. Especially the ability to record voice notes on the go.
- Work flow - being able to assign tasks, manage projects and automate workflows creates efficiencies within our small business.
- Visibility of task assignment - It would be good to be able to assign a task and link it to a colleague so they can also track the progress of the task.
- A more customizable home page.
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
We have achieved all of our objectives. Effective data capture and database management enables us to be more proactive and efficient in increasing sales. Centralized contact management enables all departments to work more seamlessly, improves communication across departments and increases accountability. It also streamlines our task management and CRM processes.
- Agile CRM and Salesforce
- More cost effective.
- Easier to manage
- More user-friendly.
- Better mobile app